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4135 Nw Urbandale Dr, Urbandale, IA 50322 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2022-08-08 |
Branch Locations
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Florida Legacy Advisors | Altamonte Springs | FL | 12/2015 | Present |
| Brokers Financial | Altamonte Springs | FL | 08/2022 | Present |
Florida Legacy Advisor; not investment related; 222 S Westmonte Drive Suite 101, Altamonte Springs Fl 32714; Fixed Insurance Sales; Unit Sales Manager; 12/29/2015; 50 hours per month; 0 hours during trading hours; Sales of fixed insurance and manages a team of 7 agents
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2022-05-16 |
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